FDLS vs VTV

AFDLS

BVTV

Measures won0–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,885VTV · IJH $13,809

Lowest cost0.03%VTV · $3 on $10k

Most income1.82%VTV · $182 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common1.5%FDLS and VTV

Inspire Fidelis Multi Factor ETF · $255MVanguard Morningstar Value ETF · $184B

+19.7%3 years · per year$17,167 · $17,795+21.2%

[…]5 years · per year[…] · $17,885+12.3%

0.66%Expense ratio$66 · $3 on $10k · lower wins0.03%

0.87%12-mo yield$87 · $182 on $10k1.82%

Cards for this view

FDLS

Inspire Fidelis Multi Factor

[…]

VTV

Vanguard Morningstar Value

$17,885

MeasureFDLSVTV

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield0.87%1.82%

5 years, per year[…]+12.3%

3 years, per year+19.7%+21.2%

Worst drop · 1Y−10.8%−6.4%

Volatility · 1Y17.4%

#
1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$124.0B
3	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.87%	−0.9%	+14.6%	+16.7%	+19.7%	new	−10.8%	$255M

#
1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$124.0B
3	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.87%	−0.9%	+14.6%	+16.7%	+19.7%	new	−10.8%	$255M

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